Filed July 7, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.5+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $56,071 |
Filed as: SD ADVANTAGE RET. SERVICES, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $28,852 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 200 S. 108TH AVENUE · OMAHA, NE 681542631 | Securities Custodian | $10,306 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,876 | $62,928-28.7% | $172,739-74.0% | $67,579-33.6% |
| Participation rate | 87.8% | 64.5%+23.3pp | 82.6%+5.2pp | 71.3%+16.5pp |
| Annual return | 23.77% | 30.36%-6.6pp | 802.84%-779.1pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,605 | $1,636-1.9% | $5,143-68.8% | $2,148-25.3% |
| Participant deferral / active EE | $2,595 | $2,145+21.0% | $5,198-50.1% | $3,539-26.7% |
| Admin fee / account holder | $268 | $167+61.0% | $13,954-98.1% | $142+88.5% |